Advisors to call now

Anything dated in the last 90 days, measured or not.

Changes on what you follow · Describe your platform to see fit

Size:$250M+$100M+$25M+Contact:Direct Professional Firm level Call-ready only

David Clark Dmc Wealth Management, LLC, Birmingham, Al
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $66M; portable $56M to $63M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
Richard Morrison Ameriprise Financial Services, LLC, Mechanicsburg, Pa
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
Gerald Johnson Ameriprise Financial Services, LLC, Greenville, Sc
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
J••• S••••••• W•••• F•••• A•••••••, N••••••••• T•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 18 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J••• B•••••• E••••• J••••, M•••••••• L•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M••••• R•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, P••••• U•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 18 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••••• B•••••••• A••••••••• F•••••••• S•••••••• L••, P•••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
R••••• S•••• R•• C•••••• M••••••• L••, F•••••• T•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
T••••• E•••• R•• C•••••• M••••••• L••, C••••••• I•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C•••• O••••• A••••••••• F•••••••• S•••••••• L••, M••••••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
A••••• W••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, R•••••••• I•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S••••• E••••• R•• C•••••• M••••••• L••, A••••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
T•••••• S•••• F•••••• A•••• M••••••••• I•••, S•• R••••• C•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $60M; portable $51M to $57M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
M•••••• C••• C••••••••• F•••••••• N••••••, B••••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
A••••• P••••• R•••••• J•••• • A••••••••• I•••, G••••••••• S•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 24 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••• M••• C••••••••• F•••••••• N••••••, N•••• F•••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M to $500M; portable $50M to $500M, revenue $250K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
T•••••• E•••• R•• C•••••• M••••••• L••, L••••••• P•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
A•• G••••••• A••••••••• F•••••••• S•••••••• L••, G••••• S•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S••• O•••••• R•• C•••••• M••••••• L••, A••••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
T•••••• S•••• R•••••• J•••• • A••••••••• I•••, G••••••••• S•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
A•••••• W•••• M••••• S••••••, P••••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 36 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
D•••• C••••••• A••••••••• F•••••••• S•••••••• L••, P•••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
S•••• S••••• W•••••• U•• F•••••••• S••••••• I•••, H••• V•••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M•••••• C••••• A••••••••• F•••••••• S•••••••• L••, G••••••••• S•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
D•••• M••••••• R•••••• J•••• • A••••••••• I•••, F•••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
B•••• E•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, N•••• B•••••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 58 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
H••••• A••••• A••••••••• F•••••••• S•••••••• L••, M••••••••• P•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
M•••••• A••••• E••••• R••••••••• P•••••••• L••, S•••• J•••••• U•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $38M; portable $32M to $36M, revenue under $500K (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 33 related advisors, 33 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J•••• O•••• M••••• S••••••, P•••••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 41 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••••• T•••••• S•••••• N••••••• • C••••••• I•••••••••, F•••• C•••••• V•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J••••••• N•••• N••• P•••• A•••••••, C••••••• A•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $25M to $50M; portable $19M to $33M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
D••••• K•••••• J••• M••••• S••••••••• L••, L••••••••• K•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J••••• P•••••••• J••• M••••• S••••••••• L••, O•• C••••• W•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
K•••• S•••••••• E••••• J••••, M•••••••• L•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found (only unverified leads)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
K•••••• S••••• J••• M••••• S••••••••• L••, J••••• C•••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 33 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
K•• A••••••• M••••• S••••••, P•••••••• O•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 27 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J•••• B•••• S•••• R•• C•••••• M••••••• L••, W••••• C••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
N••••••• H••••• R•• C•••••• M••••••• L••, L••••••• P•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
R••••• S••••• A••••••••• F•••••••• S•••••••• L••, M• P•••••••• S•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
A•••• A••••• A••••••••• F•••••••• S•••••••• L••, V••••••• B••••• V•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.

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